Castleview Partners’s Dow Inc DOW Stock Holding History

Castleview Partners’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-678	Closed	-$26.8K	–	274
2024 Q4	$26.8K	Hold	678	–	–	0.01%	428
2024 Q3	$37K	Sell	678 -408	-38%	-$21.5K	0.02%	366
2024 Q2	$57.6K	Sell	1,086 -548	-34%	-$31.3K	0.03%	323
2024 Q1	$94.6K	Sell	1,634 -3	-0.2%	-$166	0.05%	260
2023 Q4	$89.8K	Buy	1,637 +311	+23%	+$15.9K	0.06%	222
2023 Q3	$68.4K	Sell	1,326 -56	-4%	-$3.01K	0.06%	217
2023 Q2	$73.6K	Sell	1,382 -10	-0.7%	-$532	0.07%	214
2023 Q1	$76.3K	Sell	1,392 -18	-1%	-$1.01K	0.07%	206
2022 Q4	$71K	Sell	1,410 -3,076	-69%	-$150K	0.07%	191
2022 Q3	$197K	Buy	4,486 +2,986	+199%	+$151K	0.19%	118
2022 Q2	$17.5K	Sell	1,500 -4,516	-75%	-$289K	0.01%	399
2022 Q1	$383K	Sell	6,016 -295,564	-98%	-$17.8M	0.24%	91
2021 Q4	$5.32K	Buy	+301,580	New	+$17.2M	0.04%	154
2021 Q2	$270K	Buy	+4,260	New	+$281K	0.12%	181

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return